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| Provider | Service type | Compensation |
|---|---|---|
UBS FINANCIAL SERVICES INC10+ years Service code 27 · EIN 13-2638166 | Advisory (Plan) | $43,824 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,229 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,636 | $88,137+64.1% | $164,975-12.3% | $74,429+94.3% |
| Participation rate | 91.8% | 73.1%+18.7pp | 78.6%+13.2pp | 67.2%+24.6pp |
| Annual return | 14.08% | 17.13%-3.0pp | 70.12%-56.0pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $0 | $2,597-100.0% | $4,343-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $8,137 | $4,501+80.8% | $6,033+34.9% | $4,348+87.1% |
| Admin fee / account holder | $408 | $2,231-81.7% | $12,688-96.8% | $1,944-79.0% |